Connect reftab and college aid pro to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for reftab
Choose an Action
Automatically do this!
- Request a new Action for college aid pro
Integrate reftab with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your reftab and college aid pro accounts to viaSocket. Once connected, you can set up a workflow where an event in reftab triggers actions in college aid pro (or vice versa).
Absolutely. You can customize how reftab data is recorded in college aid pro. This includes choosing which data fields go into which fields of college aid pro, setting up custom formats, and filtering out unwanted information.
The data sync between reftab and college aid pro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between reftab and college aid pro. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About college aid pro
College Aid Pro is a college planning software for financial advisors to assist college-bound families.
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